Intelligent Sales Execution
& Account Management

Smarter selling powered by personal-assistant

B2B sales teams face many challenges

Reps are constantly under pressure to do more with less. Account executives (AEs) have to grow revenues and be more productive in less time with fewer resources at hand. Less than 40% of their time go into revenue-generating activities. A large part of their bandwidth goes in mundane tasks that have very little impact on their business goals.

Also, attrition among sales teams is high. Organizations routinely lose out on quality talent and reps’ market intelligence that could have been leveraged to outperform competition.

These are the reasons why there is a need for a next-gen B2B CRM that focuses on end-user productivity and happiness. After all, happier teams make sure business happens!

Most user-friendly CRM for sales

HappSales CRM for Sales is envisioned and
built with sellers at the center of the design.

The app leverages AI-powered personal assistant coupled with intuitive UX to simplify a sales professional’s life.

Reps can now effortlessly manage account intelligence, sales activities and build meaningful customer relationships.

Organizations can focus on sales velocity, team productivity and process excellence.

Bhargav Balla Founder & CEO – IT System Integrator

HappSales is probably the most relevant and flexible CRM that I have come across for Account Management in my 20+ years in the industry. It is immensely benefiting us with all the aspects like account intelligence, stakeholder management, opportunity & pipeline management, field activities, and deal reviews required to align our selling process with customer’s buying process.

Bhargav Balla

Founder & CEO – IT System Integrator

Sales execution made simple using an AI-powered personal-assistant

Every rep will now have a personal assistant to help them sell smarter and faster at all times. Reps become much more productive in carrying out their day-to-day activities. Guided selling by the assistant significantly improves user adoption, engagement and process compliance.

Voice-Enabled for Easy Data Capture

Why choose HappSales CRM?

Achieve your business outcomes

Accelerated Sales Velocity

with the ability to measure and improve critical sales KPIs like average deal value, sales cycle, win rate etc.

Faster Deal Conversion

through enriched sales agility and effective sales coaching 

Better Productivity

with reps having more time to effortlessly focus on their core activities using a personal assistant; that would help them to sell better and faster

Superior Competitive Advantage

through 360-degree visibility into account intelligence that feeds sales strategy and performance

Enhanced Sales Excellence

through a consistent methodology, compliance and improved customer relationship

Greater Adoption & Uptake

with a user-centric, intuitive and easy-to-use app that does not require any training to get started. Reps can use the app even while they are offline.

Most comprehensive
all-in-one Sales CRM capabilities

Allows reps to easily capture every bit of information about their accounts and contacts they engage with. The personal assistant helps them to effortlessly feed intelligence while on-the-move or waiting for a meeting. Critical information like activity history, key stakeholders, meeting notes, buying process, and other account dynamics is always available for informed decision making.

Reps can easily create and update contact details by scanning business cards and save time on data entry. Helps build reliable, accurate and complete information about every customer contact. Makes sure customer database is always updated and current with every one having access to a profile they can trust.

Create, view and update opportunities with ease. Get a holistic view of deal stage, value, probability, offering, next steps and more. Sort and filter opportunities for better pipeline analysis to stay focused on right deals. Stay informed on sales cycles and deal progress for prioritizing follow-ups.

Quotations can be created and managed on-the-fly by your sales teams using the mobile app. Specific quotation formats and templates can be designed with your logo, terms and conditions, etc. making it very easy for teams to quickly turnaround quotations. All they will require to do is to pick up the relevant product line-item and enter quotation price. Quotation can then be emailed to customer from the app itself.

The app turns your device in to a portable office to plan, create, manage and share all activities. Automate daily activity reporting with a chronological list of all activities across accounts and deals. Evaluate team performance based on activities, face-to-face meetings, calls etc. Calendar is linked to activities to make sure one does not miss any of the scheduled tasks and appointments. Reps need not maintain a separate to-do list Make all actions count.

Capture customer interactions and quick meeting notes against an account or contact even while the meeting is on. Allows one to access and view all minutes in one place to understand every nuance of the sales engagement and arrive at right account and deal strategy. Helps you to be prepared and well informed for your next important customer meeting.

HappSales encourages collaboration and process automation across teams viz. sales, operations, planning, manufacturing, logistics, finance, etc. Each of the stakeholders can have worklists assigned to them based on defined workflows. This helps you to streamline and drive efficiency across your operations. More importantly, your customer-facing teams can have a visibility on the actual fulfilment status of every opportunity; which will in turn help them to manage customer expectations better.

The app turns your device in to a portable office to plan, create, manage and share all activities. Automate daily activity reporting with a chronological list of all activities across accounts and deals. Evaluate team performance based on activities, face-to-face meetings, calls etc. Calendar is linked to activities to make sure one does not miss any of the scheduled tasks and appointments. Reps need not maintain a separate to-do list Make all actions count.

Your business need not suffer due to delays in invoice creation from your accounting software. You can generate and share invoices on-the-fly with your clients from HappSales. This helps you prepare your orders for dispatch as soon as the opportunity is won without any delays.

Automate travel expense management and reimbursement process taking away additional burden from the reps. The app allows users to easily create and share expense entries tagged to corresponding activities for reimbursements. Helps drive sales compliance and streamline processes.

One can schedule reminders and alerts to make sure important deadlines and events are never missed. Reps could proactively plan action-oriented follow-ups. They need not frequently check each planned activity to act on it. Periodic reminders can be easily set for recurring events.

GPS-based location intelligence allows users to easily manage attendance while on duty. Facilitates local travel expense reporting eliminating manual errors.

App can be used even while users are offline and facing network connectivity issues while they are on-the-move. Data would automatically get synced up as-and-when network gets restored without any risk of data loss.

Sales dashboards provide real-time view in to your business and critical KPIs at a glance. Measuring accurate health of your business is pivotal to improve and stay on top of your game. Fast and easy access to right information from anywhere at any time enables business agility and smarter business decisions. Auto-updating of reports without any manual intervention saves considerable effort and time.

See how HappSales can transform your client-facing operations

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